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Edelweiss Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.97

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,051 today.

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NAV Performance

Edelweiss Aggressive Hybrid Fund performance graph for last 3 years
Performance of Edelweiss Aggressive Hybrid Fund for last 3 Years

Fund Information

  • ₹ 34.370

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 22 Cr.

    as on 10 Jun 2021
  • 2.36%

    since 31 Dec 2020
  • 12 Aug 2009

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • edelweiss mutual fund

    Show All Funds

Highlights of this fund

Edelweiss Aggressive Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Aug 2009. This fund is offered by one of the top AMC (Assets Management Company) edelweiss mutual fund. You can also view here all other Hybrid funds offered by edelweiss mutual fund.

Latest NAV of the fund is ₹ 34.370 as on 10 Jun 2021.

This fund has 11 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.36%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds.

List of Fund Managers of Edelweiss Aggressive Hybrid Fund

  • About Hardik Verma

    Picture of Hardik VermaHardik Varma started his stint with Edelweiss Asset Management Limited in September 2015 and has over 5 years of experience in the financial markets. He joined as a Research Analyst and today holds the post of a Fund Manager in Equities. As a Fund Manager, his role revolves around devising strategies for risk adjusted investments. He has successfully completed all 3 levels of CFA Program (US) in 2015. In addition to this he’s also a B.Tech in Information Technology from Nirma University, and holds an MBA in Finance from NMIMS. Prior to joining Edelweiss Asset management Limited, he was associated with ICICI Securities as a Research Analyst. A strong admirer of investment pundit Warren Buffet, he lives by his quote “It is not necessary to do extraordinary things to get extraordinary results. Instead, focus on a simple and systematic approach that can deliver much better results in the long run.”
  • About Gautam Kaul

    Picture of Gautam KaulGautam Kaul comes with 15 plus years of rich experience in the financial markets. He is the Fund Manager with us with Fixed Income Schemes being his core competence.Gautam Kaul has been associated with some of the renowned fund houses in India, viz. Sahara, Invesco, IDBI Asset Management amongst others. His association with Edelweiss Asset Management Limited started in the year 2016. With an MBA in Finance from Pune University, he strongly believes that one should always lead by example!
  • About Bharat Lahoti

    Picture of Bharat LahotiBharat comes with 13 years of experience in areas spanning portfolio management, macro and sector research. He has previously worked with marquee investment banks and asset management companies. His last assignment prior to joining Edelweiss Asset Management Limited was with DE Shaw Group, a global hedge fund, as a senior manager working on fundamental and quantitative research ideas. With a Master in Management Studies (MMS) in Finance from N.L. Dalmia Institute of Management and a Bachelor in Engineering (BE) in Electronics and Telecom from Mumbai University, he strongly believes that discipline and persistence are the most important qualities that can make or break you.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.52% 18.78% 33.25% 89.04% 31.46% 23.49% 17.26% 15.01% 81.42% 52.86% 37.03% 24.20% 18.29%
Category Average 4.91% 6.00% 17.10% 47.55% 15.79% 11.76% 12.23% 11.93% 43.44% 28.00% 20.30% 14.05% 13.15%
Edelweiss Aggressive Hybrid Fund 4.95%₹ 10,494 5.27%₹ 10,526 16.39%₹ 11,639 43.75%₹ 14,374 41.78%₹ 14,558 15.46%₹ 13,337 26.72%₹ 30,989 11.97%₹ 14,051 19.29%₹ 47,798 11.88%₹ 17,535 13.98%₹ 85,166 10.49%₹ 27,148 12.38%₹ 2,28,634
Quant Absolute Fund 3.42%₹ 10,341 18.78%₹ 11,877 33.25%₹ 13,325 89.04%₹ 18,904 81.42%₹ 16,795 31.46%₹ 17,321 52.86%₹ 38,457 23.49%₹ 18,855 37.03%₹ 60,704 17.26%₹ 22,179 24.20%₹ 1,09,243 14.56%₹ 38,963 18.29%₹ 3,14,169
BNP Paribas Substantial Equity Hybrid Fund 5.87%₹ 10,586 6.44%₹ 10,643 19.25%₹ 11,924 44.08%₹ 14,408 44.35%₹ 14,708 19.86%₹ 14,372 29.53%₹ 31,761 16.50%₹ 15,829 23.17%₹ 50,445 - - - -
Kotak Equity Hybrid 5.83%₹ 10,582 6.40%₹ 10,639 20.92%₹ 12,091 57.50%₹ 15,749 53.18%₹ 15,216 19.63%₹ 14,318 34.05%₹ 33,019 14.80%₹ 15,148 24.78%₹ 51,570 13.58%₹ 18,912 16.51%₹ 90,649 - -
Canara Robeco Equity Hybrid Fund 4.76%₹ 10,476 4.94%₹ 10,494 14.68%₹ 11,467 41.32%₹ 14,131 37.04%₹ 14,280 17.81%₹ 13,884 27.22%₹ 31,126 14.65%₹ 15,086 21.03%₹ 48,971 14.62%₹ 19,789 15.93%₹ 89,370 13.93%₹ 36,885 14.91%₹ 2,61,787
DSP Equity And Bond Fund 5.44%₹ 10,543 6.03%₹ 10,602 17.00%₹ 11,700 45.68%₹ 14,567 43.83%₹ 14,677 18.64%₹ 14,081 29.07%₹ 31,635 14.38%₹ 14,979 22.12%₹ 49,721 14.19%₹ 19,426 15.73%₹ 88,913 12.73%₹ 33,178 14.56%₹ 2,56,986

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Aggressive Hybrid Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    72.74%
  • Debt Holdings:

    2.23%
  • Others Holdings:

    27.26%

Top Sector Holdings of Edelweiss Aggressive Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.23% ₹ 7.50 Cr.
Computers - software 8.80% ₹ 3.43 Cr.
Pharmaceuticals 5.53% ₹ 2.15 Cr.
Refineries/marketing 4.65% ₹ 1.82 Cr.
Engineering, designing, construction 3.86% ₹ 1.51 Cr.
Others 57.93% -

Top Stock Holdings of Edelweiss Aggressive Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.50% ₹ 2.54 Cr.
ICICI Bank Ltd. 5.34% ₹ 2.08 Cr.
Infosys Ltd. 5.16% ₹ 2.01 Cr.
State Bank Of India 3.05% ₹ 1.19 Cr.
Axis Bank Ltd. 2.88% ₹ 1.12 Cr.
Others 77.07% -

Top Debt Instrument Type holdings of Edelweiss Aggressive Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 2.23% ₹ .50 Cr.
Others 97.77% -

Top Debt Holdings of Edelweiss Aggressive Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 2.23% ₹ .50 Cr.
Others 97.77%

Other Holdings

Holding TypeHolding Percentage
TREPS 15.53%
MF Units 9.65%
Warrants 0.80%
Net Receivables 0.68%
InvITs 0.60%